See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,043 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $47,171 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,676 | $82,093-12.7% | $379,746-81.1% | $73,409-2.4% |
| Participation rate | 97.0% | 76.8%+20.3pp | 78.4%+18.6pp | 72.2%+24.9pp |
| Annual return | 24.89% | 18.89%+6.0pp | 34.90%-10.0pp | 59.29%-34.4pp |
| Employer contribution / active EE | $3,312 | $2,847+16.3% | $3,540-6.4% | $2,234+48.3% |
| Participant deferral / active EE | $6,593 | $4,697+40.4% | $6,024+9.4% | $3,805+73.3% |
| Admin fee / account holder | $199 | $128+56.0% | $7,927-97.5% | $158+26.1% |